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Paratus Energy Services (PLSV) investor relations material
Paratus Energy Services Company Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company Presentation summary10 Sep, 2025
Key investment highlights
Delivered total shareholder distributions since September 2024 equal to about 30% of current market cap, with a $212m return since IPO and a 24% dividend yield as of Q2 2025.
Cash, liquid assets, and firm backlog cover 80-90% of market cap, providing strong value support and significant distribution capacity for the next few years.
Maintains a robust balance sheet with 2.6x net leverage and flexible debt agreements, enabling efficient capital allocation and growth opportunities.
Demonstrated ability to deleverage, with ~$1bn asset-level deleveraging in Seagems and ~$600m in Fontis since 2015.
Backed by Seatankers, a major shareholder with a global marine industry presence.
Company overview
Operates through Seagems JV (subsea services, 6 PLSVs in Brazil), Fontis Energy (offshore drilling, 5 jack-ups in Mexico), and a financial investment in Archer.
Seagems JV holds ~1/3 of the Brazilian PLSV market, with a $1.6bn firm backlog and 98% fleet utilization.
Fontis Energy is a leading offshore driller in Mexico, with a $98m backlog and a 14% market share in the Mexican jack-up market.
Combined group revenue (LTM Q2 2025) is $428m, with EBITDA of $240m and net debt of $632m.
Listed on the Oslo Stock Exchange, with a market cap of ~$223m as of September 2025.
Market and operational performance
Seagems and Fontis have maintained high operational utilization (~98%) and strong EBITDA margins (Seagems: 61-68%, Fontis: 52-63%).
The Brazilian PLSV market is expected to face excess demand, supporting high vessel utilization and rates.
Fontis benefits from premium jack-up demand in Mexico, with government initiatives to boost shallow water production.
Both segments are well positioned in the oil & gas value chain, with potential exposure to new markets like carbon capture and offshore wind.
Explain how debt covenants affect distributions.
Paratus's strategy for new energy markets.
Assess risk of Fontis's market-indexed dayrates.
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Next Paratus Energy Services earnings date
Q3 202528 Nov, 2025
Next Paratus Energy Services earnings date
Q3 202528 Nov, 2025
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Frequently asked questions
Paratus Energy Services Ltd. is an investment holding company specializing in the energy services sector through its various subsidiaries. The company's primary operations include the ownership and management of offshore drilling assets and subsea service vessels. Specifically, Paratus Energy owns SeaMex, a subsidiary operating a fleet of five high-specification jack-up drilling rigs under contracts in Mexico. Additionally, it holds a 50% interest in Seagems (formerly Seabras Sapura), a joint venture that provides subsea engineering services with a fleet of six pipe-laying support vessels in Brazil. Paratus Energy also has a significant shareholding in Archer Ltd., a global oil services company listed on the Oslo Stock Exchange. The company is headquartered in Hamilton, Bermuda, and its shares are listed on the Oslo Stock Exchange.
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